ROI Reporting Performance Insights

Performance Insights is Coalmarch’s reporting experience that connects your marketing leads to closed sales and real revenue inside PestPac and RealGreen—so you can see exactly what marketing is producing in dollars, not just activity.

Simply login to Coalmarch's Performance Insights for your company and the data is right at your fingertips!

Most marketing reporting stops at leads, which makes ROI unclear and budgeting feel like guesswork. Performance Insights closes the loop from spend → leads → closed sales → revenue, so decisions are based on proof, not opinions.

We've all been there and understand how hard it is to know if your marketing dollars are doing what you need them to do.

A single, always-accessible view of performance that shows:

• revenue and ROI by source (Google Ads, Local Service Ads by Google, Google Business Profile, etc.)
• paid advertising vs. organic impact and how channels work together
• performance by location (think specific Google Business Profiles and Local Service Ads by Google dashboards)
• your key metrics in one place: lead totals (and CPL), sales totals (and CPS), marketing spend, revenue attributed, etc.

Performance Insights is available to businesses that use PestPac or RealGreen and partner with Coalmarch Marketing. The reporting relies on our lead tracking, AI call qualification, and CRM integrations to accurately connect marketing activity to qualified leads, closed sales, and revenue.

Lead reports show step one. Performance Insights shows what matters most: which leads are qualified, which leads become customers, and how much revenue they produce. That means you can scale what truly pays you back.

We track leads through phone calls and website forms, then match those tracked leads to your CRM sales records using phone numbers and lead objects. Closed-sale and revenue data syncs automatically so your dashboards stay up to date.

It removes guesswork for not only you, but your Coalmarch team. Coalmarch can confidently increase or shift budget because we're basing decisions on real qualified lead trends and revenue outcomes, not click data or assumptions.

Absolutely! If qualified leads drop in a market or service, Coalmarch will see it before it impacts revenue or route density—so you can adjust faster.

Your Performance Insights dashboard refreshes daily by 8am ET, so you can check performance any time without waiting for reports or meetings.

• noticing when paid search callers ask for one-time mosquito treatments, signaling a mismatch between ads and recurring offerings
• identifying termite service misunderstandings from Google Ads calls, prompting tests to headlines and landing page content to educate the lead before ever speaking with your team.
• finding that “price shopping” language clusters around certain keyword groups (like “cheap” or “cost”), so we can segment, bid down, or reframe those terms
• updating high-ranking pages to pre-answer common objections (pricing, scope, guarantees) to reduce low-intent calls
• improving local landing pages by incorporating the exact phrasing callers use around neighborhoods, urgency, and timing
• detecting confusion (one-time vs recurring) and adjusting page structure (headers, hero copy, internal links) to set expectations earlier

• We do not tie Local Service Ads by Google message leads back to sales.
• Live chat leads cannot tie back to sales.
• There is no ROI reporting for Sales Center (a WorkWave product)

We value transparency just as much as you so we want to make sure you understand exactly what's being counted and what's not. We only report on leads that convert within a 30-day window. If a lead turns into a sale far later (for example 60+ days after the lead), we don’t take credit for it and won’t report it as marketing-attributed revenue within Performance Insights.

Well #1 - you must be users of the PestPac or RealGreen systems and utilize Coalmarch Marketing Services. From there, it's important that your team is diligent in tracking data accurately. With that said, even partial adoption gives you more clarity than lead-only reporting, and we’ll keep the conversation open to support tightening the process over time so the numbers stay trustworthy.

Beyond that, absolutely nothing. There are no changes or concessions you need to make in order for ROI reporting work for you!

In our world, being able to clearly see what marketing is producing in real revenue isn’t a “nice-to-have” — it’s the foundation of a healthy, accountable growth partnership. When something is that essential (and mutually beneficial for both sides), it wouldn’t feel right to charge extra for it.

That’s why we built ROI Reporting directly into Performance Insights so you can see exactly what your marketing is driving in closed sales and dollars inside PestPac or RealGreen — with full transparency and always-on access.

ROI Reporting is included at no additional cost for Coalmarch Marketing clients. On top of that, there are no additional API fees from PestPac or RealGreen passed on to you when normally that alone costs hundreds.

Bottom line: we don’t just deliver leads — we believe you deserve to see the revenue impact clearly, and you get that included with your Coalmarch program.